Show notes:
TMSpotlight:
04-07-2026 Oil and Bombs “Gangnam Style”
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Warning Gunmen style, uh, Gunmen style. Drop bombs; make a deal, Gunmen style.
Without a lot of stirring, Oil and Bombs, oops, Bonds don’t mix for long. The US will not spend blood and treasure to guarantee the free flow of shipping through the Strait of Hormuz. The US military has defanged the terrorist regime’s threat to the USA.
So, will Trump destroy Iran’s money-making Oil industry to topple the regime? It depends on China, Russia, and the Arab states constructing a negotiated settlement acceptable to the US.
Without one,
You let them know…bombs away.
These views are mine. Join TMSpotlight to know when new money acts up.
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Song: Gangnam Style (2012) PSY
The Lykken on Lending program will feature our Weekly Mortgage Updates with Adam DeSanctis and his MBA Mortgage Minute, and then Les Parker’s TMSpotlight, a macroeconomic perspective on the economy with a music parody. That leads to Matt Graham of MBS Live providing you a rate & market update, followed by David Kittle, Chief Executive Officer @ Cypress Mortgage Capital, to discuss mortgage originations. Then we have Alice Alvey of Union Home providing a regulatory & legislative update, then Allen Pollack giving us a Tech Report on the latest technology impacting our industry. Finally, we wrap up the first half of the program with Marc Helm, Senior Executive Partner @ Transformational Mortgage Solutions, talking about Loan Servicing and the “Agencies”.